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Clarity. Not Complexity.

Investor Access

Vigilant stewardship for your retirement plan

As retirement plan consultants, we work with established companies to provide the retirement resources, education and planning they need for themselves and their employees. Often companies embark on this mission with a goal of attracting employees, but a well thought out retirement goes a long way toward retention as well. Financially secure employees are better employees; loyal to an employer who is looking out for their best interests. And we can help. Our goal is to help you navigate the complexities of developing and managing a qualified retirement plan, so you can focus on what you do best: growing your business.

As an employer and sponsor of a retirement plan, your company shoulders significant fiduciary duties - a responsibility not to be taken lightly. Not only must you consider the needs of your employees and then select the appropriate service provider, but you must strive to deliver a well-designed plan at a reasonable cost. That includes carefully choosing and monitoring investments as well as vendors, and remaining compliant with any legislative changes.

With more than 100 years of collective experience, we can help you understand and implement regulatory demands, as well as support you in properly administering your custom plan and educating your employees. You can count on us to offer valuable insight, thorough due diligence and experienced counsel to address your liabilities and concerns - with a fair and transparent fee structure. With us by your side, you'll clearly understand your role, your responsibilities and the necessary steps to move forward.

Our robust capabilities are designed to complement your own and help you deliver results for your company and your employees.


We help you develop, introduce and manage a custom retirement plan suited to the specific needs of your business and the people who make it successful.

401(k) plans

401(k) profit-sharing plans

Safe-harbor 401(k) plans

Defined benefit plan

Cash balance plan


We offer our clients proactive, professional yet personal client service, constantly striving to help you find the optimal solution as diligent stewards of your organization's assets. We can:


When you enlist our services, you gain a valuable ally to help develop and maintain the integrity of your company's retirement plan.

Tax and accounting services are not services offered by Raymond James.

We put you - and your company - first

Over the years, we've learned a lot about the finer details of company-sponsored retirement plans. When you enlist our services, you gain a valuable ally to help develop and maintain a solid strategy for your company's retirement plan. Even better, you, your company and your employees will receive the personalized attention you want, need and deserve. That's our commitment to you.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Confluence Financial Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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